Rocky Vista University, Llc 401(k) Retirement Plan
Sponsored by Rocky Vista University, Llc · EIN 204761077 · Plan #001
- Total assets
- $26.1M
- Net assets
- $26.1M
- Active participants
- 473
- With balances
- 382
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Expand Financial, Llc CRD 152515 | deterministic · 100% | 2024 |
| Stadion Money Management, Llc CRD 112608 | deterministic · 100% | 2024 |
| Capital Asset Management, Inc. CRD 120597 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stadion Money Management | Investment advisory (participants), Direct payment from the plan | $60,928 |
| Capital Asset Management Llc | Investment advisory (plan), Direct payment from the plan | $41,827 |
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $12,725 |
| Expand Financial | Investment advisory (plan), Direct payment from the plan | $11,907 |
| United Of Omaha | Recordkeeping, Recordkeeping fees, Participant loan processing | $4,664 |